Biographies

ROBERT M. MALTBIE, Jr., CFA General Partner, Managing Director, and Portfolio Manager

Robert M. Maltbie, Jr, is a Managing Director of Millennium Asset Management and holds a controlling interest in the General Partnership. Robert began his career as an investment adviser with Morgan Stanley Dean Witter in 1988 and later joined Spear Financial in 1992 where he created and managed its equity research department. In 1994 Robert joined Salomon Smith Barney in Beverly Hills, California where he managed growth portfolios for private and institutional clients . He later founded Millennium Asset Management in 1999 and started its flagship fund Argonaut 2000 Partners, L.P. for accredited investors and institutions. Robert graduated from UCLA with a Bachelor of Arts degree in Political Science in 1981. He has also earned the Chartered Financial Analyst designation and is a member of the Association for Investment Management and Research. Robert has also been featured in Forbes and has contributed investment advice regularly to several Los Angeles-based financial media. His investment strategies have also been frequently featured in Investor’s Business Daily.    

Gregory P. Garner, CFA Portfolio Manager

Gregory P. Garner, CFA is the Portfolio Manager for Millennium Asset Management. Greg has over 30 years of experience in institutional money management. Previously, Mr. Garner was responsible for managing equity assets at two firms for 15 years where he outperformed benchmarks an average of 439 basis points per year on a compounded basis. As a Portfolio Manager and the Director of Research at Noroian Capital Management in San Francisco, he implemented a disciplined fundamental approach to selecting stocks for growth and value portfolios. Equity portfolio performance under Greg’s management was consistently in the top decile and top quartile for 15 years, during which time assets under management grew more than ten-fold. For five years, Greg was the Director of Research at Singular Research, which provides institutional equity research on uncovered and under-covered small cap companies and overvalued mid to large cap companies. Mr. Garner has been in his current position at Millennium since 2007. Greg has an MBA from Oakland University, a BS in Microbiology from Michigan State University and holds the Charter Financial Analyst designation.